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Jeffrey A. Smith

@Atomi Financial Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$1.98BTotal holdings964
Assets growth rate23.71%Assets growth rate (2-Q avg)21.08%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Atomi Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 964 positions.

Assets under management

The assets under management (AUM) of Atomi Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.98B in assets, with a quarterly growth rate of 23.71% and a 2-quarter average growth rate of 21.08%. The portfolio is managed by Jeffrey A. Smith, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XELXcel Energy Inc
Recent Activity
New Position
0.02%
$278,323
4,122 shares@ $67.53 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.02%
$277,752
2,619 shares@ $106.06 avg price
BILLBill Holdings Inc
Recent Activity
New Position
0.02%
$274,884
3,245 shares@ $84.72 avg price
DBEFDbx Etf Tr
Recent Activity
New Position
0.02%
$274,781
6,637 shares@ $41.41 avg price
TRGPTarga Res Corp
Recent Activity
New Position
0.02%
$271,091
1,519 shares@ $178.47 avg price
LILi Auto Inc
Recent Activity
New Position
0.02%
$270,967
11,295 shares@ $23.99 avg price
ARMArm Holdings Plc
Recent Activity
New Position
0.02%
$269,542
2,185 shares@ $123.37 avg price
VTWVVanguard Scottsdale Fds
Recent Activity
New Position
0.02%
$263,399
1,821 shares@ $144.65 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
New Position
0.02%
$262,821
1,424 shares@ $184.57 avg price
ADFITwo Rds Shared Tr
Recent Activity
New Position
0.02%
$262,494
31,275 shares@ $8.4 avg price